NFA
Northwest Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
2,975
+340
| +13% | +$66K | 0.81% | 36 |
|
|
2025
Q1 | $496K | Sell |
2,635
-83
| -3% | -$15.6K | 0.41% | 61 |
|
|
2024
Q4 | $503K | Buy |
2,718
+2,417
| +803% | +$447K | 0.42% | 60 |
|
|
2024
Q3 | $57.1K | Buy |
+301
| New | +$57.1K | 0.05% | 209 |
|
|
2024
Q1 | – | Sell |
-576
| Closed | -$95.2K | – | 301 |
|
|
2023
Q4 | $95.2K | Buy |
+576
| New | +$95.2K | 0.08% | 145 |
|